In a sudden visit to China, NVIDIA founder Jen-Hsun Huang underscored the significance of the Chinese market and expressed his openness to exploring collaborations amidst tightening export restrictions on chips to the country. The global chip industry is witnessing significant shifts, with China accelerating its efforts to replace imported chips, particularly in the burgeoning automotive-grade chip sector. To mitigate supply chain risks, automakers are actively pursuing domestic alternatives, fueling the rapid growth of local chip manufacturers. Despite robust market demand, integrating chips into vehicles involves a multifaceted process, making it challenging to achieve large-scale order transitions in the near term. Furthermore, automakers like BYD and NIO are intensifying their efforts to develop in-house chips, aiming to disrupt the monopoly held by foreign technologies. While the tariff dispute presents hurdles, it simultaneously presents an opportunity for the advancement of domestic chip production.